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IYR vs REAI

iShares U.S. Real Estate ETF vs Intelligent Real Estate ETF

IYR

iShares U.S. Real Estate ETF

Annual cost

0.38%

Fund size

$4.9B

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

Key differences

Both IYR and REAI are equity ETFs. IYR charges 0.38% a year and REAI 0.59%. The main difference: IYR follows a index tracking strategy; REAI uses active selection.

  • IYR follows a index tracking strategy; REAI uses active selection.
  • IYR costs 0.21% less per year.
  • IYR is much larger than REAI. Larger funds are usually more liquid and less likely to close.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYRREAI
Annual cost (TER)0.38%0.59%
Fund size (AUM)$4.9B$1M
Since20002023
Dividend yield2.22%3.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+12.0%+12.8%
CAGR 3Y+9.6%N/A
CAGR 5Y+2.7%N/A
Sharpe 3Y0.42N/A
Volatility 1Y13.58%15.47%
Max drawdown-42.32%-22.28%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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